Unclaimed Profile

David Lee Biliter

FIRST CITIZENS INVESTOR SERVICES, INC.·RALEIGH, North Carolina

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 99TOCFPClean record22 years registeredFIRST CITIZENS INVESTOR SERVICES, INC.

8540 COLONNADE CENTER DRIVE, RALEIGH, NC 27615CRD# 1690995Firm CRD# 44430

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Lee Biliter · RALEIGH, NC

Registration

CRD #1690995 · FIRST CITIZENS INVESTOR SERVICES, INC. · 22 years registered

Brand Profile

Not yet started

Career History

SVB WEALTH

Jan 2024 – present

FIRST CITIZENS INVESTOR SERVICES, INC.

Jan 2021 – present

ARVEST WEALTH MANAGEMENT

Oct 2012 – Nov 2020

LOWELL, AR

LPL FINANCIAL LLC

Oct 2011 – Aug 2012

PALM HARBOR, FL

UVEST FINANCIAL SERVICES GROUP, INC.

Jan 2007 – Oct 2011

PALM HARBOR, FL

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

Apr 2004 – Aug 2006

CLEARWATER, FL

AMSOUTH INVESTMENT SERVICES, INC.

Jan 2004 – Apr 2004

PALM HARBOR, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 99TO

Registration record

First registered · January 8, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST CITIZENS INVESTOR SERVICES, INC.

CRD 44430 · SEC 801-57302

AUM

$1.7B

Regulatory assets under management

Employees

235

6,086 client accounts

Services offered by FIRST CITIZENS INVESTOR SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIRST CITIZENS INVESTOR SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does David Lee Biliter offer?

David Lee Biliter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.

What are David Lee Biliter's credentials?

David Lee Biliter holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Lee Biliter located?

David Lee Biliter is based in RALEIGH, North Carolina, working with FIRST CITIZENS INVESTOR SERVICES, INC.. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does David Lee Biliter charge for services?

David Lee Biliter's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST CITIZENS INVESTOR SERVICES, INC.?

FIRST CITIZENS INVESTOR SERVICES, INC. has approximately 235 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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